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iShares Lehman 1-3 Year Treas.Bond shares owned by Family Firm

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Family Firm from 13F filings

Historical chart of Family Firm investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Family Firm consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 30k 81.78
2023-12-31 $2.2M 27k 82.04
2023-09-30 $2.6M 32k 80.97
2023-06-30 $2.6M 33k 81.08
2023-03-31 $2.3M 28k 82.16
2022-12-31 $2.3M 28k 81.17
2022-09-30 $2.0M 25k 81.23
2022-06-30 $2.5M 29k 85.52
2022-03-31 $2.5M 29k 85.52
2021-12-31 $2.5M 29k 85.52
2021-09-30 $2.5M 29k 85.94
2021-06-30 $2.5M 29k 86.17
2021-03-31 $2.3M 27k 86.23
2020-12-31 $2.3M 26k 86.36
2020-09-30 $2.3M 26k 86.50
2020-06-30 $2.1M 24k 86.62
2020-03-31 $1.7M 20k 86.65
2019-12-31 $1.8M 21k 84.61
2019-09-30 $1.8M 21k 84.81
2019-06-30 $1.8M 21k 84.76
2019-03-31 $1.7M 20k 84.11
2018-12-31 $1.5M 18k 83.65
2018-09-30 $1.4M 17k 83.08
2018-06-30 $1.5M 18k 83.39
2018-03-31 $1.3M 15k 83.56
2017-12-31 $1.3M 15k 83.86
2017-09-30 $1.1M 13k 84.44
2017-06-30 $832k 9.8k 84.52
2017-03-31 $627k 7.4k 84.49
2016-12-31 $615k 7.3k 84.40
2016-09-30 $608k 7.1k 85.09
2016-06-30 $384k 4.5k 85.26
2016-03-31 $383k 4.5k 85.11
2015-12-31 $400k 4.7k 84.30
2015-09-30 $412k 4.9k 84.91
2015-06-30 $496k 5.9k 84.79
2015-03-31 $496k 5.8k 84.86
2014-12-31 $493k 5.8k 84.40

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Jpmorgan Chase & Co
Bank of America Corporation
Balentine
UBS Group
Wells Fargo & Company
Bank Of Montreal
Branch Banking & Trust Company
Bank of New York Mellon
Captrust Financial Advisors
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond